Can I move deals to another pipeline?
Yes, you can manually move the deals from one pipeline to another. You can easily move a deal to another pipeline within the same layout. For example, if the Standard layout has two pipelines, you can move deals from pipeline A to pipeline B.
If you want to move a deal to a pipeline that doesn't belong to the same layout, then you must first change the layout of the deal and then select the pipeline.
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While deleting a pipeline some deals were not transferred to the other pipeline?
If a pipeline has deals, then you will be prompted to transfer them to another pipeline before deleting it. However, note that only the open deals will be transferred to other pipeline. For example, deals that are in closed stages like closed won, ...
When should I use multiple sales pipelines?
If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...
How is a page layout different from using multiple sales pipelines?
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What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur: Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline. Open deals must be transferred to another pipeline from the same layout. You will be ...
Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...